Sam Altman Declares A “Code Red”

Dec 2, 2025 21m

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Episode Description

Sam Altman declares a “Code Red” for OpenAI. All hands on deck. Molly, you in danger, girl, to quote Oda Mae Brown from the movie Ghost. Long term, is Apple in trouble cause of Google’s ascendency in AI? Samsung announces but does not launch a tri-fold phone. And Ben Thompson weighs in on the obsession of the day. OpenAI CEO Declares ‘Code Red’ to Combat Threats to ChatGPT, Delays Ads Effort (The Information) Apple AI Chief John Giannandrea Retiring After Siri Delays (MacRumors) Samsung’s Z TriFold is official and it looks like a tablet with a phone attached (The Verge) Google, Nvidia, and OpenAI (Stratechery) Learn more about your ad choices. Visit megaphone.fm/adchoices

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OpenAI's Code Red

Sam Altman has declared a "Code Red" for OpenAI as competition rises, especially with Google's advancements in AI technology. The urgency highlights issues with ChatGPT's growth and the potential implications for OpenAI's other projects, including plans for monetizing ads and AI agents.

Apple's Challenges in AI

The retirement of Apple AI Chief John Giannandrea raises concerns about Apple's future in AI as it competes with Google. With a new leadership transition and the need for innovation, questions arise about whether Apple can keep pace and avoid user migration towards Google's AI services.

Samsung's TriFold Phone Announcement

Samsung has unveiled its Galaxy Z TriFold smartphone, boasting significant hardware enhancements and multitasking capabilities. Despite advanced features, questions linger about the lack of S Pen compatibility and market competition with other folding devices.

Market Dynamics between Google, OpenAI, and Nvidia

The competitive landscape of AI is intensifying as Google builds momentum with its Gemini chatbot, potentially challenging OpenAI and Nvidia. The focus on the need for OpenAI to monetize through ads and the risks of Nvidia's reliance on hardware sales underline the shifts in the AI space.